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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
926
First Personal Financial Services
North Carolina
$113K – – –
TIM
927
Tortoise Investment Management
New York
$111K +$33.6K +262 +49%
GEA
928
Glen Eagle Advisors
New Jersey
$111K – – –
PWMG
929
Prestige Wealth Management Group
New Jersey
$108K -$17K -132 -15%
CAGAS
930
Capital Advisory Group Advisory Services
Minnesota
$106K +$5.65K +44 +6%
JWM
931
Janiczek Wealth Management
Colorado
$106K +$63.4K +494 +189%
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K +$94.9K +739 New
VNA
933
Valley National Advisers
Pennsylvania
$102K – – –
ATC
934
Adirondack Trust Company
New York
$100K – – –
CHC
935
City Holding Co
West Virginia
$100K – – –
CB
936
CNB Bank
Pennsylvania
$98K – – –
VCG
937
Vantage Consulting Group
Virginia
$98K +$89.9K +700 New
PWPS
938
Pinnacle Wealth Planning Services
Ohio
$94K +$85.5K +666 New
SA
939
SRH Advisors
Kansas
$93K – – –
HWA
940
HHM Wealth Advisors
Tennessee
$92K – – –
DWA
941
Dougherty Wealth Advisers
Minnesota
$88K – – –
AWA
942
Arkadios Wealth Advisors
Georgia
$86K +$65.4K +509 +463%
PFSC
943
Peoples Financial Services Corp
Pennsylvania
$85K -$36.6K -285 -32%
MCM
944
MV Capital Management
Maryland
$84K – – –
ZB
945
Zions Bancorporation
Utah
$83K +$16.2K +126 +27%
CCA
946
Childress Capital Advisors
Texas
$83K +$75.6K +589 New
PFGIA
947
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$40.8K +318 +120%
SIA
948
Sit Investment Associates
Minnesota
$81K – – –
SIC
949
Salem Investment Counselors
North Carolina
$81K +$3.85K +30 +5%
CT
950
Caldwell Trust
Florida
$76.2K – – –
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